by CI Staff
Retirement Savings Planner assists you in saving for retirement by taking into account income from Social Security, pensions, defined benefit plans, and other cash inflows, as well as your retirement savings and assets. The 2008 version of Retirement Savings Planner was uploaded to the download library in April of 2008, but the program has been updated several times since then.
The major strength of this program continues to be how visual it is. After inputting relevant data, including your personal information and balances, as well as your annual contributions and company matches for tax-deferred, taxable, Social Security, tax-free and pension accounts, the program will present several graphs and spreadsheets of the projected future cash inflows and outflows. The savings and retirement graphs depict how your assets will grow given the information entered, and the “Spreadsheet” details a yearly breakdown of your income before and after contributions and total balances for each investment account.
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